account_balance
Investment manager · 13F filer · SEC CIK 2053628
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Reported value$373Mas of Sep 30, 2026
Positions13 3 new, 0 sold out
Top 10 weight94.3%AMZN alone is 20%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
20.4%
GOOGAlphabet Inc.
16.1%
MUMicron Technology Inc
12.6%New
FCXFreeport-McMoRan Inc
10.3%Trimmed −40%
AMDAdvanced Micro Devices Inc
6.6%New
NVDANVIDIA Corp
6.4%New
CFCF Industries Holdings, Inc.
6.0%
UMBFUMB Financial Corp
5.9%
WFCWells Fargo & Company
5.8%
EMREmerson Electric Co
4.2%
DISWalt Disney Co
3.1%
UPS2.1%AMZNAmazon.com Inc
20.4%
GOOGAlphabet Inc.
16.1%
MUMicron Technology Inc
12.6%New
FCXFreeport-McMoRan Inc
10.3%−40%
AMDAdvanced Micro Devices Inc
6.6%
NVDANVIDIA Corp
6.4%
CFCF Industries Holdings, Inc.
6.0%
UMBFUMB Financial Corp
5.9%
WFC5.8%EMR4.2%DIS3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 20.4% HeldGOOG Alphabet Inc. 16.1% HeldMU Micron Technology Inc 12.6% NewFCX Freeport-McMoRan Inc 10.3% Trimmed −40%AMD Advanced Micro Devices Inc 6.6% NewNVDA NVIDIA Corp 6.4% NewCF CF Industries Holdings, Inc. 6.0% HeldUMBF UMB Financial Corp 5.9% HeldWFC Wells Fargo & Company 5.8% HeldEMR Emerson Electric Co 4.2% HeldDIS Walt Disney Co 3.1% HeldUPS United Parcel Service Inc 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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